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Customers - Deleting a Customer

Modified on: Wed, 31 Jan, 2018 at 10:55 PM

Customers - Deleting a Customer

Overview

Companies or individuals who are existing customers or current prospects can be setup in the Customers section of the CRM. Custom defaults can be setup for each Customer that will transfer over to all new quotes and orders.

Deleting a Customer

StepAction

1. Select {CRM}. The page should open on the Customerstab.

2. Select entries under Customers to be deleted by checking boxes on the left-hand

side. All entries can be deleted by checking box to left of {New} under Customers.

3. Select {Delete}. A window will pop-up to confirm selected items to be deleted.